Occasionally a customer may come into the store and wish to make a payment on their account, with or without the purchase of other items. Here’s how to accomplish that.
|
Step 1 |
Enter an Order (Point-of-Sale or Medical Order) and add the Item "POA" for the amount which the customer would like to pay, and mark the POA delivered. Tip: If the customer would like to pay their balance in full, you can click on the Payments tab and review the "Self Balance" amount. |
|
Step 2 |
Enter the payment for the customer’s purchases and the POA amount. Note: The Order will then process as you would other Orders. When you post the Order, the system will create payments for the oldest SELF balances which will post as a part of the Payment process. |
Note: The example above assumes that you have created a new Item with the Item ID "POA" for Payment-On-Account. This is a special Item which triggers special processing in the program, the description can be of your choosing, but the ID MUST be "POA". You’ll want to make sure the item is not real, but otherwise it’s just a standard item.
Tell us what you think.
You must be logged in to post a comment.